🍿 2022-04-20 23:17:00 - Paris/France.
Epulo 20 (Reuters) - Kugwa kwa magawo a Netflix (NFLX.O) Lachitatu pambuyo poti kampaniyo idalengeza kutayika kwamakasitomala koyamba mzaka khumi ndi chizindikiro chaposachedwa kwambiri kuti Wall Street ikusiya ntchito za akukhamukira ndi ena opambana miliri ndikudabwa ngati akuyenerabe kuwerengera kukula kwa masheya.
Pamene zochita za Netflix idagwa 37% pambuyo pa lipoti lowopsa la kotala la zosangalatsa za heavyweight Lachiwiri usiku, mtengo wake wamsika tsopano watsika magawo awiri pa atatu kuchokera pachimake chake choposa $300 biliyoni kumapeto kwa chaka chatha. Werengani zambiri
Msika wa capitalization wa Netflix tsopano ikuyimira pafupifupi $ 100 biliyoni, ndi yaying'ono kwambiri pakati pa gulu la masheya akuti FAANG - yomwe ilinso ndi Meta Platforms (FB.O), mwini wake wa Facebook, Amazon (AMZN.O), Apple (AAPL .O) ndi Google-mwini Zilembo (GOOGL.O) - zomwe zidalimbikitsa msonkhano waukulu wa Wall Street m'zaka zomwe zimabweretsa mliri wa 19 COVID-2020.
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kulembetsa
Meta Platforms, yomwe ili ndi Facebook, kampani yachiwiri yotsika mtengo ya FAANG, inali yamtengo wapatali pafupifupi $550 biliyoni Lachitatu, katundu wake watsika pafupifupi 7% pomwe osunga ndalama adataya gulu la omwe anali opanga nyumba kutsatira lipoti la Netflix.
Netflix kulimbana ndi FANG kuluma
Oyang'anira ma portfolio omwe amayang'ana kwambiri masheya omwe akukula kwambiri okhala ndi mitengo yotsika mtengo amatha kugula masheya otsika mtengo kwambiri. Netflix pambuyo pa kugulitsa Lachitatu, kuika pambali zovuta zamakampani zomwe zikuchulukirachulukira pakuchulukira kwa msika, kugawana mawu achinsinsi komanso kusatsimikizika m'misika monga Ukraine ndi Russia, Jim adaneneratu.Bianco, pulezidenti wa kampani yofufuza zachuma ya Bianco Research ku Chicago.
"Ndikuganiza kuti zitenga nthawi kuti ayambe kuzindikira ngati Disney ndi Roku (ROKU.O) ndi Netflix ndipo Hulu ndi Paramount sangakhalenso makampani omwe akukulirakulira, kuti afika pachimake, "akutero Bianco.
Ma chart a Reuters Ma chart a Reuters
Lipoti loyipa Netflix ndi kugulitsa masheya kwakhudzanso zochita zina zokhudzana ndi akukhamukira : Walt Disney (DIS.N) inagwa 5,8%, Paramount Global (PARA.O) inagwa 8,1%, Warner Bros. Discovery (WBD.O) inagwa 5,2% ndipo Roku inataya 5,8%. %.
Utumiki wa akukhamukira Kanema wa Walt Disney adakulitsa masheya a Disney atangovumbulutsidwa mu 2019 ndikuthandizira kutseka kokhudzana ndi nyengo yokhudzana ndi mliri. Komabe, zitafika pachimake chaka chapitacho, magawo a Disney adatayika pang'onopang'ono ndipo tsopano akugulitsa pamilingo yotsika pofika nthawi yomwe Disney + idawululidwa.
Ma chart a Reuters
Ulendo wa Disney mu akukhamukira Kanema wakweza mtengo wake / phindu lake kukhala magawo ofanana ndi a Netflix mu 2020, Disney's PE idagunda mwachidule 72 panthawi yomwe Netflix inali yamtengo wapatali nthawi 58 phindu, malinga ndi deta yochokera ku Refinitiv. Koma ma PE amakampani onsewa adagwa motsatira, kuwonetsa mpikisano wokulirapo akukhamukira alowa mumsika komanso kuchuluka kwachuma kwachuma popanga zinthu zapamwamba kwambiri kuti zikope ndikusunga makasitomala.
Kuwerengera mosalekeza
Makampani ena omwe apindula ndi mliriwu asiyanso ndalama zambiri zomwe amapeza m'miyezi yaposachedwa pomwe ogula amapita kunja kwa nyumba zawo ndikusintha momwe amawonongera ndalama. Peloton Interactive (PTON.O), Zoom Video Communications (ZM.O) ndi Pinterest (PINS.N) onse adagwa m'miyezi yaposachedwa ndipo tsopano atsika ndi 60% m'miyezi 12 yapitayi.
Ma chart a Reuters
Pamene mpikisano ukuwonjezeka mu makampani akukhamukira, katswiri wofufuza za Truist Matthew Thornton amakhulupirira zimenezo Netflix ndiyomwe ili pachiwopsezo kwambiri chifukwa ndi yayikulu komanso yokhazikika.
"Iwo azimva kuposa wopikisana yemwe akubwera," adatero Thornton.
Ngakhale kuti Disney adavulazidwanso chifukwa chochoka ku Russia chifukwa cha nkhondo ku Ukraine, Thornton adanena kuti zotsatira zake zakhala zikuwonetsedwa kale kwa telegraph kwa osunga ndalama.
Ofufuza pafupifupi akuyembekeza kuti Disney atumize chiwonjezeko cha 29% pachaka mpaka $ 20,1 biliyoni ikapereka lipoti la kotala pa Meyi 11, malinga ndi Refinitiv. Ofufuza akuyembekeza kuti itumiza phindu lokwana $ 1,8 biliyoni mu kotala ya Marichi, pafupifupi kawiri kuposa chaka chapitacho.
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Malipoti a Noel Randewich ku Oakland, Calif., Ndi Sinead Carew ku New York; Adasinthidwa ndi Alden Bentley, Bernard Orr
Miyezo yathu: Mfundo za Thomson Reuters Trust.
SOURCE: Ndemanga za News
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